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Private Wealth Management Summit
the most exclusive meeting point for regional SFOs, MFOs, wealth advisors, and international fund managers and consultants across the US
© Copyright 2019 - marcus evans summits
THE PRIVATE WEALTH MANAGEMENT SUMMIT
June 3-5, 2019
The Ritz Carlton Rancho Mirage, CA
THE AGENDA
The Summit's engaging agenda is focused on strategic meetings that offer extraordinary networking opportunities. You will reach the decision makers of your choosing as the entire environment is designed to facilitate growing business relationships and continued discussions.
TESTIMONIALS
Don't just take our word for it, hear it from your peers!
The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping wealth preservation and investment strategy.
The one-on-one business meetings provide access to the decision makers of the industry. Attend and benefit from world class briefings from some of the leading minds in the private wealth industry.
WHY ATTEND
COST-EFFICIENT EXPOSURE TO A MULTITUDE OF KEY PLAYERS IN DIFFERENT KEY FUNCTIONS
NUMEROUS INTERACTIONS WITH YOUR TARGET GROUP THROUGHOUT THE FORUM FOR POWERFUL ALLIANCES
THE DELEGATES
We methodically select and qualify potential participants, delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following: HNWIs and families, Multi-Family Offices, Single-Family Offices, Private Family Foundations and more.
THE SOLUTION PROVIDERS
PACKAGE INCLUDES
a three-day agenda of pre-scheduled meetings in advance of the summit
meeting area with your company’s logo
networking meals and cocktails
listing of your company details and contact information in a variety of
media
access to premium event content
a directory of delegates attending the Summit
priority re-booking status for the next year’s event
ABOUT MARCUS
EVANS SUMMITS
marcus evans summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions.
Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, case studies, roundtables and one-to-one business meetings. For more information, please contact dsacal@marcusevansch.com.
FILL OUT THE FORM ON THE RIGHT TO RECEIVE MORE INFORMATION ABOUT THE PRIVATE WEALTH MANAGEMENT SUMMIT:
Ivan Hernandez
Co-Founder, Managing Director, Wealth Structure and Planning
Omnia Family Wealth
Mauricio Gruener
Founder
GFG Capital
Linda C. Mack
Founder and President
Mack International, LLC
Michael Pompian
Founder and Chief Investment Officer
Sunpointe Investments
Eduardo Gruener
Founder
GFG Capital
SOME OF OUR PAST DISTINGUISHED SPEAKERS
Thomas J. Haug
President and Member
A.W. Jones Private Advisors
Tammy Surratt
CEO and Founder
Legacy Family Office
Ken Shoji
Chief Investment Officer
View Capital Advisors, LLC
Chris J. Roe
Partner and Managing Director
Waldron Private Wealth
As a sponsor you will conduct mutually selected and pre-scheduled one-to-one meetings with interested buyers of your products and services. You will receive exclusive access to the profiles of all delegates, allowing you to make educated meeting selections. Delegates are also requested to review the profiles of participating sponsors and select the ones that best fit their strategic and tactical needs. Employing a secure web-based scheduling system, selections are matched by order of priority and mutual interest.
STRATEGIC MEETINGS WITH QUALIFIED BUYERS IN A TIME-EFFECTIVE FORMAT
MEDIA PARTNERS
